Latest Institutional Transactions on Financial Sector Spdr (XLF)
This table provides information on the latest institutional transactions involving Financial Sector Spdr (XLF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.8K+ 55.88% |
$618K - $707K
|
38.4K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.78K+ 11.5% |
$170K - $194K
|
36.6K
$1.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
596+ 1.59% |
$26.8K - $30.6K
|
38.2K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
52.2K+ 6.92% |
$2.34M - $2.68M
|
807K
$39.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-8.23K- 1.92% |
$369K - $423K
|
421K
$20.7M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
71.5K+ 34.1% |
$3.21M - $3.67M
|
281K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
28K+ 543.55% |
$1.26M - $1.44M
|
33.1K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-195- 2.54% |
$8.75K - $10K
|
7.47K
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
315+ 3.76% |
$14.1K - $16.2K
|
8.7K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.38K+ 2.38% |
$62.1K - $71K
|
59.6K
$2.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
PUT |
28K+ 280.0% |
$1.26M - $1.44M
|
38K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
83New |
$3.73K - $4.26K
|
83
$4.08K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
11+ 0.01% |
$494 - $565
|
157K
$7.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
559+ 11.68% |
$25.1K - $28.7K
|
5.35K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.19% |
$494 - $565
|
5.65K
$278K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
BUY
|
- |
150+ 0.42% |
$6.73K - $7.7K
|
36.1K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.04K- 0.72% |
$46.6K - $53.2K
|
144K
$7.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-332- 11.07% |
$14.9K - $17K
|
2.67K
$131K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
500+ 1.68% |
$22.4K - $25.7K
|
30.2K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-382- 3.67% |
$17.1K - $19.6K
|
10K
$493K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11.9KNew |
$536K - $613K
|
11.9K
$588K
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-25.7K- 1.97% |
$1.16M - $1.32M
|
1.28M
$63M
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
1.73K+ 4.24% |
$77.6K - $88.7K
|
42.5K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.71K+ 5.82% |
$166K - $190K
|
67.4K
$3.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
2.16K+ 2.57% |
$97.1K - $111K
|
86.3K
$4.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
4.94K+ 7.99% |
$222K - $253K
|
66.7K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.51K- 7.07% |
$67.8K - $77.5K
|
19.8K
$977K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-3.67K- 3.33% |
$165K - $188K
|
106K
$5.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-112K- 75.93% |
$5.02M - $5.75M
|
35.5K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2+ 0.03% |
$89.8 - $103
|
6.84K
$337K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.4K+ 12.84% |
$377K - $431K
|
73.8K
$3.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
16.6K+ 264.66% |
$744K - $850K
|
22.8K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.16K+ 17.15% |
$187K - $213K
|
28.4K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.75K+ 3.56% |
$393K - $449K
|
255K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.24K+ 2.16% |
$235K - $269K
|
248K
$12.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-6.94K- 11.76% |
$312K - $356K
|
52.1K
$2.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.6K+ 15.86% |
$702K - $803K
|
114K
$5.62M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
39.2K+ 21.7% |
$1.76M - $2.01M
|
220K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-2.14K- 14.06% |
$96.2K - $110K
|
13.1K
$645K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
270+ 2.27% |
$12.1K - $13.9K
|
12.2K
$598K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-199- 1.43% |
$8.93K - $10.2K
|
13.7K
$677K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-556K- 7.5% |
$25M - $28.6M
|
6.86M
$338M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
37.7KNew |
$1.69M - $1.94M
|
37.7K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
110+ 2.46% |
$4.94K - $5.65K
|
4.59K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.19K- 1.12% |
$53.3K - $60.9K
|
105K
$5.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
10+ 0.19% |
$449 - $513
|
5.27K
$259K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-15- 0.35% |
$673 - $770
|
4.24K
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
53.5K+ 22.71% |
$2.4M - $2.75M
|
289K
$14.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
225+ 34.62% |
$10.1K - $11.6K
|
875
$43.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
5.73K+ 7.17% |
$257K - $294K
|
85.6K
$4.21M
|